Sales & Risk Consultant

About the role

MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).

Responsibilities

• Gather current coverage information from prospects and evaluate and analyze data and prepare comprehensive risk evaluations to include product and service requirements.
• Review and interpret carrier contract language to deliver optimal client coverage recommendations while ensuring regulatory requirements are met and internal policies procedures are followed.
• Work with Business Development Executives (BDEs) and Client Advisors (CAs) as appropriate to grow and expand referral sources.
• Generate referrals from your COIs.
• Meet new business development goals and forecast.
• Incorporate and regularly practice techniques introduced through Sales Training to continuously enhance skills and related performance.
• Negotiate with primarily multiple HNW insurance carriers to provide comprehensive coverage options outlined in proposals, while conforming to laws, regulations and requirements governing the insurance industry.
• Use Salesforce to complete funnel and other internal information tracking reports as required.
• Use the EPIC Agency Management System in an accurate and timely manner to enter and maintain all account information.
• Ensure that all regulatory requirements are met and there is compliance with all internal policies and procedures.
• Review and interpret carrier contract language to deliver optimal client coverage recommendations.

Requirements

• 4 years of directly related business development/client service experience.
• Successful Sales and Risk Consultant experience with high-net-worth clients essential.
• P&C licensed and HNW personal lines insurance experience necessary.

Qualifications

• Bachelor’s degree is strongly preferred.

Skills

• Strong negotiation and communication skills.
• Ability to work independently and as part of a team.
• Proficiency in Salesforce and EPIC Agency Management System.

Benefits

• Generous time off, including personal and volunteering.
• Tuition reimbursement and professional development opportunities.
• Hybrid and flexible work.
• Charitable contribution match programs.
• Stock purchase opportunities.

Pay

The applicable base salary range for this role is $67,500 to $125,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Schedule

Hybrid and flexible work.

Company Information

We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. #MMAPCS